Perspectives

Please find below the latest monthly commentaries from Sifter Capital and Cullen Capital, the underlying investment managers of the Bellamont BCI Global Equity Feeder Fund and Bellamont BCI

The first quarter of 2026 was a reminder of how quickly market conditions can shift. After a strong start tothe year, supported by improving sentiment, a softer US

As we enter the new year, it is worth stepping back to reflect on both the final quarter of 2025 and the year as a whole. Long term

The third quarter of 2025 was a constructive period for investors. Global equity markets rallied as disinflation continued to make gradual progress and investors increasingly priced a pivot

At Bellamont, our investment philosophy is guided by five fundamental pillars that shape our approach to building resilient, high-quality portfolios. Each principle ensures that our selected investment managers

In the first article of this series, we examined Financial Resilience & Discipline -the foundation of sound investing in the face of market volatility. In the second, we

At Bellamont, our investment philosophy is built on five key pillars that guide our approach to long-term wealth creation and risk management. These principles ensure that our selected

The second quarter of 2025 proved to be a pivotal period for the global economy, marked by the return of significant policy uncertainty and renewed geopolitical tensions. While

At Bellamont, we believe that successful investing is built on a disciplined, research-driven approach. While market conditions fluctuate, certain core principles remain essential for achieving sustained, long-term growth

The first quarter of 2025 was marked by diverging asset class performances, heightened volatility, and shifting macroeconomic narratives. While global fixed income markets delivered strong returns, equity markets

We’re excited to share Bellamont’s Quarterly Market Feedback—a comprehensive look at the trends that shaped the fourth quarter and what they might mean for the path ahead. As

We are excited to share our Investment Review for the third quarter of 2024, a period marked by strong performance across various asset classes. Our clients were strategically

Small-caps are currently in a generational slump, experiencing one of their most challenging periods in recent history. Over the past 23 years, small-caps have consistently offered a favourable

As global inflation cools and with interest rate shifts on the horizon, the outlook for risk-on assets like emerging markets has become increasingly positive. The high valuations in

At Bellamont, we place a strong emphasis on quality, recognising it as the bedrock upon which our investment strategies are built. While it makes intuitive sense to prefer

We are pleased to present to you our Investment Review for the second quarter of 2024. This review serves as an opportunity for us to provide you with

The title of this piece echoes the famous expression from William Shakespeare’s play The Merchant of Venice, which originally used the word “glisters,” a 16th-century synonym for “glitters.”

We are pleased to present to you our Investment Review for the first quarter of 2024. This review serves as an opportunity for us to provide you with

The “Magnificent Seven” companies namely, Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia and Tesla have piqued everyone’s interest of late, dominating market returns and have reached a combined

EQUITY MARKET OUTLOOK 2023 was a strong year for global equity markets. Inflation reduced substantially over the course of the year, thanks to aggressive monetary policy tightening cycles.

High interest rates continued their fight against inflation over the course of the fourth quarter with inflation rates inching closer to central bank target ranges. As illustrated in